Coordinated Financial Services’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$552K Sell
22,245
-793
-3% -$19.7K 0.38% 76
2025
Q1
$568K Buy
23,038
+264
+1% +$6.51K 0.43% 68
2024
Q4
$555K Buy
+22,774
New +$555K 0.43% 66
2024
Q2
$281K Buy
11,640
+1,724
+17% +$41.6K 0.24% 101
2024
Q1
$240K Buy
+9,916
New +$240K 0.21% 113